See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,436 | $27,641+64.4% | $61,373-26.0% | $68,494-33.7% |
| Participation rate | 34.2% | 39.5%-5.3pp | 52.6%-18.4pp | 67.9%-33.7pp |
| Annual return | -17.21% | -13.24%-4.0pp | 338.61%-355.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $988 | $695+42.0% | $1,159-14.8% | $2,596-62.0% |
| Participant deferral / active EE | $1,651 | $1,263+30.7% | $2,125-22.3% | $4,027-59.0% |
| Admin fee / account holder | $1,063 | $2,010-47.1% | $2,130-50.1% | $5,403-80.3% |